0 visitor like this article | Viewed 2299 times | 0 comment
Summary: According to Schwab Advisor Services’ “Independent Advisor Outlook Study” of 930 independent RIAs that custody with Schwab, three-quarters of advisors are “very optimistic for [RIAs] to grow in the next five years.
0 visitor like this article | Viewed 2224 times | 0 comment
Summary: The advisory world is being roiled by changes. How should advisers adapt as passive investing and automated advising continue to grow? What about changing definitions of risk in a fiduciary environment and new client goals?
0 visitor like this article | Viewed 2220 times | 0 comment
Summary: Investors and their advisors see eye to eye on several things: managing volatility, protecting assets and saving for retirement.
0 visitor like this article | Viewed 2224 times | 0 comment
Summary: Research from InvestmentNews' annual benchmarking study shows that business development – a term for the formal prospecting and client acquisition process – becomes a necessary source of growth for independent advisory firms as they scale.
0 visitor like this article | Viewed 2268 times | 0 comment
Summary: The advent of automated asset-allocation technologies – the so-called robos – and a generally stricter regulatory regime mean wealth firms will soon need to staff themselves with financial therapists more than investment advisors, according to consulting giant Ernst & Young.
